Thomas J. Brock CFA, CPA Expertise: Accounting, Corporate Finance, Investing, Personal Finance Education: Franklin University, Bowling Green State University Location: Columbus, Ohio Highlights Member of The Balance's Financial Review BoardCertified Public AccountantCertified Financial AnalystInvestment experience includes oversight of a $4 billion portfolio for an insurance group, including $650 million in life insurance assetsAssists individuals with financial planning and investing matters and tutors students via a virtual Q&A forum at Study.com Experience Thomas J. Brock has more than 20 years of experience in investments, corporate finance, personal finance, accounting, and insurance. He currently oversees the investment operation for a $4 billion super-regional insurance carrier, including $650 million in life insurance assets. Thomas maintains a dynamic investment policy designed to preserve capital, enhance profitability, and support growth. Under the purview of the investment committee, he facilitates a continual assessment of risk and effects alignment between investment and operational objectives. This entails managing relationships with external advisors and money managers, formulating strategic and tactical asset allocation recommendations, and ensuring compliance with investment laws/regulations.Thomas also serves the corporate finance function in a versatile capacity, providing financial management expertise and analytic support to the broader organization. His varied contributions include credit analyses, the development of multiyear financial forecasts, and the evaluation of capital budgeting proposals and investment opportunities. Thomas also sits on the organization’s enterprise risk management and incentive compensation committees, lending his unique perspective to the strategic decision-making process.In addition to his work in corporate settings, Thomas has provided insurance, investing, and personal finance expertise to individuals. As a financial planner and investment manager, he helped individuals holistically plan for retirement and formulate sensible investment policies, inclusive of in-depth education on pertinent asset classes and investment strategies. Additionally, he has developed educational content about life insurance and annuity products. Education Thomas holds an MBA from Franklin University and a BSBA from Bowling Green State University. He is a Chartered Financial Analyst (CFA) charterholder and a Certified Public Accountant (CPA). About The Balance The Balance, a Dotdash Meredith brand, makes money easy to understand. We give people tools they need to not only make smart financial decisions but also prepare for the experiences they will have along the way. Our team of expert writers and editors have extensive qualifications in the topics they cover, and many of them have MBAs, PhDs, CFPs, and other advanced degrees and professional certifications. We require our writers to use primary sources in their articles, which are also approved by our Financial Review Board and fact-checked. You can learn more about the standards we follow in producing accurate, unbiased content in our editorial policy.